Investment Management

When conducting corporate transactions, you need a skilled team that understands the nature of your business and can offer customized investment management solutions. Set goals that seek to preserve principal and provide high levels of liquidity and yield with our customized approach to investment management, using varying-term proprietary and third-party fixed income portfolio strategies.

Institutional experience and personal attention

Our firm has more than 100 years of institutional portfolio management experience. Our skilled fixed income investing team is composed of specialists in portfolio and risk management, trading, and credit research.

We have deep experience working with institutional clients, such as:

Pensions

Endowments

Foundations

Hospitals

Schools

Municipalities

Holding companies

Captive insurance companies

Banks and funds associated with project finance transactions

Enjoy personal service and the attention of a dedicated relationship manager who will take the time to build a relationship with you, develop and maintain an investment policy statement to serve as the blueprint for your portfolio's objectives, and stay in close touch by phone, email, and in-person meetings.

Take advantage of other offerings, such as comprehensive, customized reporting to satisfy monthly, quarterly, and year-end reporting requirements, or for board of director presentations; daily account information through On-Line Portfolio™ technology; and audit and accounting assistance.

Our consistent, disciplined investment philosophy:

Recognizes the importance of liquidity

Actively trades in an effort to capitalize on time-sensitive opportunities

Analyzes and projects issuer future cash flows

Market intelligence to power your portfolio

Based on proprietary research and thought leadership from our Investment Committee, we develop proprietary models to analyze the market and determine strategies and products specifically designed for institutional portfolios. Our strategy seeks to provide returns in excess of the relevant benchmark with lower overall volatility, while recognizing our clients' risk tolerance, liquidity constraints and other specific considerations.

Asset allocation

Infuse your portfolio strategy with our Investment Committee's market and economic forecasts that are used to:

Manager selection

Select from fixed income investment managers that have passed our rigorous scrutiny of philosophy, process, and data; manager oversight is ongoing, to guard against style drift and underperformance.

Portfolio construction

Employ an active, flexible approach to fixed income investing which incorporates key elements such as duration and yield curve management, sector management, and issue selection.

A range of strategies to meet your investment needs

We develop and manage customized short-term, intermediate-term, and broad market fixed income portfolios. Certain strategies may be able to switch between taxable and tax-free issues depending on your tax requirements and investment objectives.

Reach out to discuss how we can help you to pursue your institution's overall investment objectives.

Investing involves risks and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful. Diversification does not guarantee a profit or protect against a loss.

Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.